I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?
Best answer by Leonardo Lucena
View originalI need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?
Best answer by Leonardo Lucena
View originalHi Jorden
As I said using integrations tools like Workato or Integromatic you can “create cards between pipes” even that they aren’t be parent-child.
Good luck
The pipe connection is fine. I just didn’t want the cards connected. I figured it out, but I appreciate the insight!
Hi
There is an option using integrations tools like Workato or Integromatic.
They can do what you need.
Good luck!
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